1. Enhancing Productivity. Enabling Success.
Sage CRM 7.2
Enhancing Productivity.
Enabling Success.

2. Launching… Sage CRM 7.2
Sage CRM 7.2 has been designed to support busy, growing businesses who want to foster internal collaboration, increase sales team productivity and drive business wide efficiency.

3. New Features… To Support Your Teams
Award winning CRM software to manage critical sales, marketing and customer services activities every day.
Sales
The only place you’ll need to look for everything you need to know about prospects and customers in the office or on the road.
Marketing
Generate more leads through highly targeted campaigns.
Customer Service
Manage every element of your customer relationships with ease.

4. Sage CRM 7.2 Feature Overview
Mobile CRM
Sage CRM Sales Lite for the iPhone
Sage CRM Sales Tracker for Windows 8
Full support for the iPad OS
Adds to our existing mobile features including Sage CRM for iPhone, iPad & Android devices
Social CRM
Sage CRM for Facebook
Adds to our existing social CRM features including Sage CRM for Twitter and LinkedIn
Smarter Business Reporting
Enhanced reporting functionality including cloning and alphabetising of reports
Improved user-based reporting security
Business Wide Collaboration
Sage CRM Collaboration powered by Yammer
Business collaboration for individual users and teams of users allowing them to collaborate with Yammer Groups, across records using Yammer Topics

5. What… Does This Mean For Your Business
Mobile CRM
Enhance sales team productivity with two new sales apps
Improved responsiveness to customer queries from sales teams
Social CRM
Instant information about customers and prospects using Social CRM
Increased speed in accessing the right information
Smarter Reporting
Faster, secure, customised reports, quickly populated with the latest CRM information.
At-a-glance business insight and informed decision-making
Business Collaboration
Drive employee collaboration and knowledge exchange
Increase employee engagement through shared information

6. Mobile CRM Featuring 2 new mobile apps driving sales team productivity
sagecrm.com/trial

7. Empower your Sales Team… With Mobile CRM
Did you know…
By 2016, more than 1.6 billion smart mobile devices will be purchased globally.
Two-thirds of the mobile workforce will own a smartphone, and 40% of the workforce will be mobile.
Two years from now, 20% of sales organisations will use tablets as the primary mobile platform for their field sales force.
By 2018, 70% of mobile workers will use a tablet or a hybrid device that has tablet-like characteristics.
By 2014, 82% of organisations will have a mobile work style strategy in place and that 62% currently employ one
Business need to adopt these technologies to enable mobile workers be more effective in their jobs

8. Sage CRM 7.2 Mobile Features
iPhone App – Sage CRM Sales Lite
Windows 8 App – Sage CRM Sales Tracker
Full support for the iPad OS
Ability to switch between optimised UI and full screen browsing

9. Sage CRM Mobile CRM Made Simple
Our new mobile apps at a glance...
Sage CRM Sales Tracker
Sage CRM Sales Tracker for Windows 8 gives users access to their Sage CRM company, person & opportunity records from their Windows 8 Tablet device. Users can even build a watch list of opportunities key to their pipeline. Sage CRM Sales Tracker can also be accessed via a Windows 8 PC.
Sage CRM Sales Lite
For sales users on the road who need up-to-date information on their phone, even when out of coverage. Sage CRM Sales Lite gives users mobile access to their Sage CRM data, tasks and appointments, and integrates the iPhone allowing users to track and log outbound calls, and SMS activities

10. New Sage CRM iPhone App Sage CRM Sales Lite for iPhone
Features Include:
Access vital customer information even when out of coverage.
Read-only offline access to People and Opportunities
Read-only access to Tasks and Appointments
Native iPhone Integration: Ability to track and log outbound calls, and SMS activities
Read-only access to History / Favourites (Opportunities and Communications)
Integration with native iPhone maps to track sales appointments
Ability to add Notes and Photos to Contacts and Opportunities

11. New Windows 8 App Sage CRM Sales Tracker for Windows8
Features Include:
Download Company, Person and Opportunity records to their Windows Tablet device
View their Opportunities displayed in a pie chart broken down by stage
View a list of the most recently added Opportunities, Companies and People that have access to.
Build a Watch list - a list of opportunities, company and person records that are key to their pipeline.
Drill down to record details to get a full picture of the opportunity they are working with

12. Sage CRM 7.2 Mobile Features
Benefits Snapshot
Key customer information at your fingertips, with access to real-time information when on the road enabling more effective selling
Timely input of accurate customer data when on the road (no need to update when back in the office)
Improved responsiveness to customer queries from sales teams
Enable your sales teams to manage routine tasks and better serve their customers by providing them with an enhanced sales experience where they can deliver real time information, answers and results.
Native integration with the iPhone delivering a rich, familiar interface
Ability to switch between optimised iPad UI and full screen browsing, offering increased choice for better mobile adoption

13. Social CRM Sage CRM for Facebook complimenting the existing LinkedIn & Twitter Features

14. Social CRM The Statistics
Social media revenue worldwide is expected to reach $34 billion by (Gartner)
By 2016, more than 1.5 billion people will use social networks, an increase of 57% from 2011 (Gartner)
Facebook has 1.06 billion monthly active users (Jeff Bullas)
An average Facebook user has 130 friends (All Twitter)
LinkedIn has 161 million members in 200 countries (All Twitter)
Every second, two new members join LinkedIn (All Twitter)
53% of people on Twitter mention products and/or services in their tweets (Qualman
34% of marketers have generated leads on Twitter (HuffingtonPost)
31% of consumers read online reviews before making a purchasing decision

15. Sage CRM For Facebook Features Include: Light Facebook Integration
View Company or Person Facebook details on the Person and Company screens
Facebook Search on the Dashboard

16. Sage CRM 7.2 Sage CRM for Facebook
Benefits Snapshot
Brings customers’ Facebook profiles inside the customer CRM account giving you the information you need without leaving Sage CRM
Instant information about customers and prospects - associate Facebook profiles with prospect accounts for more detailed information
Better understand your customer base & recognise strong customers who can carry and share your messaging to their extended networks
Obtain more relevant information for greater assessment of your opportunities
Use this new found information to better understand the prospect you are pitching to, therefore helping you better customise the sales pitch to the potential customer
Increased speed in accessing the right information
Increased visibility on customer and prospect account information

17. Compliments Our Existing Social CRM Solutions
Sage CRM for Twitter
Sage CRM for LinkedIn
The Sage CRM Twitter integration enables you to efficiently establish, track, and respond to Twitter communication traffic in real time, and can be used for a variety of critical marketing and customer relationship requirements
LinkedIn integration within Sage CRM enables you to efficiently build a professional network of possible customers and partners, as well as providing sales teams with valuable insight into prospective customers. 

18. Company wide collaboration Powered by the all new Sage CRM for Yammer feature
sagecrm.com/trial

19. Business Collaboration Powered by Yammer
Features Include:
Business Collaboration for individual users and teams of users
Collaborate with Yammer Groups
Yammer feed in My CRM work area
Collaborate across records using Yammer Topics
Yammer feed will be available for Companies in Sage CRM

20. Sage CRM 7.2 Business Collaboration
Benefits Snapshot
Drive productivity through better team collaboration
Sales managers can obtain better insight into team performance and the largest deals through employee conversations
Monitor changes taking place across opportunities in the sales pipeline
Better visibility and performance monitoring
Increase employee engagement through shared information
Facilitate peer-to-peer learning through quick and easy collaboration
Digitally merge the geographic barriers keeping teams apart with web based collaboration

21. Smarter Reporting Available through our new reporting features

22. Sage CRM 7.2 Smarter Reporting
Features Include:
Clone Reports
Manage export on Reports for greater security
All charts generated in HTML5 – Flash not required
New chart types
Full access to Fusion charts for further reporting customisations

23. Sage CRM 7.2 Smarter Reporting
Benefits Snapshot
Faster, secure, customised reports, quickly populated with the latest CRM information
Rich new graphic charts and report cloning capabilities enable users to quickly create visual reports with interactive graphs
Save time and increase efficiencies with new clone reports functionality
At-a-glance business insight and informed decision-making.

24. Sage CRM & Sage ERP X3 Powerful Integrated CRM
sagecrm.com/trial

25. Sage CRM & Sage ERP X3 Integration
Features Include:
Light synchronisation for high performance and stability
Range of Real time data views (RTDVs) available for instant access to key company information including:
Sales Quotes
Sales Orders
Deliveries
Sales Invoices
Credits
Payments
Direct access to quote, order, invoice and sales credit information from X3 into the hands of Sage CRM users.
Opportunity for BPs to leverage the Sage ERP X3 web services capability to develop deeper integration

26. Positioning… Sage ERP X3 CRM & Sage CRM
Sage ERP X3 CRM Core Features
Sage CRM Advanced Features
Support existing customers (customer care, support, helpdesk….)
Full contact management system
Support Sales Management (KPI’s, dynamic reports…)
Businesses that earn the majority of their revenue from contracts
Lead to cash full process integration
Advanced Marketing capabilities (e.g. Marketing)
Advanced queries capabilities (profiling, segmentation and scoring…)
Great Mobility (SFA) & BYOD compliant
CRM Customer Portal
Advanced analytical tools & proactive customer processes related automation
Advanced collaborative functions +

27. Sage CRM & Sage ERP X3 Benefits Snapshot
Clean data
across the entire
business
Real-time data
views help create a
complete view
of the customer
Better Business
Insight
Bring together
isolated information
creating a single,
customer centric
view

28. Sage CRM 7.2 Sage CRM & Sage ERP X3
Benefits Snapshot
Helping build better, longer lasting relationships with customers
Helps drive productivity across your entire business
Improve communication across departments, enabling access to accurate and comprehensive information that delivers a full customer view
Improved customer communication, and improved customer loyalty through the delivery of excellent customer service

29. See for yourself the difference that Sage CRM could make to your business
Get Social with Sage CRM & stay up to date